The Invoices page holds all invoice information created for the family. Here the user can add custom invoice messages, reverse invoices, mark invoices as bad debts, check HICAPS transactions, give discounts, reprint invoices

Where to find the Invoices page

Click the navigation menu > Patients > Invoices page

Individual and/or Family View in Invoices page

Family View to Individual View

1. Click Family View icon to change to Individual 
2. Patient: Select the relevant patient to view
   

Individual View to Family View

1. Click Individual View to change to Family
   

Edit an Existing Invoice

1. Highlight the invoice row
2. Invoices toolbar > Edit invoice
3. In the ‘Edit Itemised Invoice’ window, make changes in the editable fields (yellow) where required
4. Click CANCEL to cancel edit
5. Click SAVE to save changes without printing
6. Click PRINT to preview and print / email / export the edited invoice
   

Add Instalment notes to outstanding invoices

1. Click the navigation menu > Patients > Invoices page
2. Highlight the Invoice row
3. Invoices toolbar > Edit Invoice
1. Add notes in the instalment row
   
2. Click SAVE or PRINT
   
   or
4. Highlight the Invoice row
1. Double click in the Instalment Notes field
   
   
2. In the 'Notes' window, type in your notes or select from Fast Notes section
   
   
3. Click OK 

Delete (reverse) an Invoice

1. Highlight the Invoice to reverse
2. Invoices toolbar > Reverse Invoice
3. If security is setup, enter Username, Password and Reason
   

To see reversed details from the patients file, place a tick in

Show Reversed Records

Mark an Outstanding Balance as a Bad Debt

1. Select the invoice
   
2. Invoices toolbar > Mark/Clear Bad Debt
   

Setup Custom Message for Invoice or Receipt

Commonly used messages can be added to the Fast Notes group Invoices (Accounts).

The following instructions are how to use preset notes (above) or add more when in the patient file.

Previewing and Invoice/Receipt can be done from many areas, but more commonly this is done at the time of invoice or receipt 

1. Click the navigation menu > Patients > Invoices page or Receipts page
2. Highlight the row
1. In Invoices page: Invoices toolbar > Custom message
   
2. In Receipts page: Receipts toolbar > Custom message
   
3. Show Messages for
1. Provider: pre-set messages will appear for the selected Provider(s)
2. Patient: previously used messages will appear for the patient
4. Provider: Only available if Provider is selected above, choose to view pre-set notes either for all providers or an individual 
5. Select the message to include, or click Add to create a new one
6. Click Select to add the selected message to the invoice
   
   

Preview/Print an Invoice from the Invoice tab

1. Invoices toolbar > Select one of the following print options:
1. Print Selected: Print selected invoice
2. Preview Selected as Duplicate: Print invoice with "This is a Duplicate" 
3. Preview Selected with Details:
2. Select which items to include in the printout and if payments are to be included
   

Invoice Reports

Transaction Summary Report

This report is a summary of, for the period selected:

1. Invoices
2. Receipts
3. Discounts
   

The Transaction Summary Reports can also be found in the Receipt page

1. Select parameters required
   
2. Click OK or EMAIL
   
   
   
   

Detailed Transaction Summary Report

This report is a detailed summary of invoices/receipts with included:

1. Item numbers description & individual fees
2. Receipts date with payment method
3. Discounts for the period selected
   

The Detailed Transaction Report can also be found in the Receipt page

1. Select parameters required
   
2. Click OK or 
   EMAIL